LB Partners’s American Express AXP Stock Holding History

LB Partners’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Hold	30,000	–	–	6.92%	5
2026 Q1	$9.07M	Sell	30,000 -2,000	-6%	-$671K	8.14%	4
2025 Q4	$11.8M	Hold	32,000	–	–	10.93%	4
2025 Q3	$10.6M	Hold	32,000	–	–	6.82%	7
2025 Q2	$10.2M	Hold	32,000	–	–	6.52%	6
2025 Q1	$8.56M	Hold	32,000	–	–	6.16%	6
2024 Q4	$9.5M	Hold	32,000	–	–	7.12%	5
2024 Q3	$8.68M	Hold	32,000	–	–	7.54%	4
2024 Q2	$7.41M	Hold	32,000	–	–	6.17%	4
2024 Q1	$7.29M	Sell	32,000 -8,000	-20%	-$1.66M	7.43%	4
2023 Q4	$7.49M	Buy	+40,000	New	+$6.44M	8.22%	4

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

LB Partners's AXP Position: Q2 2026 in Review

LB Partners held its American Express (AXP) position steady in Q2 2026 at 30,000 shares worth $10.1M. The position accounts for 6.92% of the portfolio, ranked #5.

LB Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

LB Partners held 30,000 shares of American Express worth $10.1M as of Q2 2026.
LB Partners left its American Express share count unchanged in Q2 2026.
American Express made up 6.92% of LB Partners's portfolio in Q2 2026, its #5 holding.
LB Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
LB Partners's American Express position peaked at $11.8M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.